Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Clyde York III is a financial advisor with Osaic Wealth, Inc. Shelley is a Certified Financial Planner and a Chartered Financial Consultant. Shelley has been in the financial services industry since 1985 and has held previous roles with Woodbury Financial Services, Inc., Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Scott & Stringfellow, Inc., PaineWebber Incorporated, Prudential-Bache Securities Inc., and Pruco Securities Corporation. Shelley has a current, active registration with the state of Texas and North Carolina. Shelley also has an active FINRA registration. Shelley currently provides financial services for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
01/19/2024 - Present
Osaic Wealth, Inc. (GREENSBORO NC)
NC
04/18/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
04/30/2010 - 04/24/2019
WELLS FARGO CLEARING SERVICES, LLC (GREENSBORO NC)
NC
06/01/2009 - 05/04/2010
MORGAN STANLEY SMITH BARNEY (GREENSBORO NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENSBORO NC)
NC
11/05/2004 - 04/02/2007
MORGAN STANLEY DW INC. (GREENSBORO NC)
VA
05/05/1999 - 11/22/2004
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
12/17/1993 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NJ
06/21/1988 - 12/22/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/09/1986 - 07/12/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/14/1985 - 09/24/1986
PRUCO SECURITIES CORPORATION
IA
Issued 08/01/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shelley York is the right advisor for you? Invested Better is here to help.
